AI Financial Platform for CFOs & Founders

CFO-grade financial intelligence,
powered by AI.

Real-time forecasts, scenario modeling, and an AI advisor that knows your numbers cold.

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$2.4M tracked
🔒 256-bit encryption✓ SOC 2 via Clerk💳 Stripe payments🛡️ GDPR compliant
See how it works

No credit card required · SOC2-ready · Cancel anytime

getcapitalyx.com/dashboard
SCENARIO
Monthly Revenue
$284K
+18.3%
Cash Runway
14.2 mo
Stable
Monthly Burn
$42K/mo
Optimized
Break-even
Q3 ’26
6 wks early
✦ Capitalyx AI — CFO Analysis
Revenue momentum is strong, up 18.3% MoM. The Hire 3 Engineers scenario shows best risk-adjusted ROI at +$1.4M projected ARR.
Platform Features

Built for financial clarity

Every feature designed around one goal: better decisions.

Financial Forecasting

See where your business is headed. Enter your numbers and get a clear 12 or 36-month forecast — revenue, burn rate, runway, and break-even — updated instantly as your data changes.

Always up to date

Scenario Planning

Before you hire, spend, or change pricing — model it first. See the exact financial impact of any decision before you commit a dollar.

Unlimited on Pro

AI Financial Insights

Get plain-English summaries of what's happening in your business. Our AI spots risks and opportunities so you don't have to dig through the numbers.

Powered by Claude

Team Access

Invite your team, accountant, or investors. Set who can view and who can edit. Everyone works from the same numbers.

Secure & private

Easy Data Import

Type in your numbers manually or upload a CSV. No complicated setup — you can have your first forecast running in under 5 minutes.

Start in 5 minutes
Use Cases

Join finance teams and founders who moved from spreadsheets to Capitalyx

Built for the people who actually make financial decisions.

🚀

SaaS Startup

Track MRR, burn rate, and CAC. Know your runway before your board meeting does.

🎯

Agency Owner

Manage P&L across multiple clients. Spot which projects are actually profitable.

📊

Finance Team

Model 10 scenarios in minutes instead of hours. Present to the board with confidence.

🧑‍💻

Freelancer / Solo

Track monthly retainers, project costs, and personal runway with clean cash visibility.

🏭

Manufacturing

Monitor COGS, operating overhead, and scenario impact on gross margin and cash flow.

🛍️

CPG / Consumer Brand

Model pricing, ad spend, and inventory-driven margin swings before committing budget.

How It Works

From data to decision in minutes

01

Enter your numbers

Add your revenue, expenses, and cash balance. Takes less than 5 minutes — no integrations, no accountant, no spreadsheets required.

02

Get a 36-month forecast

Capitalyx projects your revenue, burn rate, cash runway, and break-even up to 3 years out — updated instantly as you enter new data. Pro & Enterprise only.

03

Model any decision

Hiring 3 engineers? Raising prices 20%? New tariffs hitting your COGS? Build a scenario in seconds and see the exact financial impact before you commit.

04

Read macro intelligence

Capitalyx monitors Fed rates, inflation, VC funding climate, and SaaS benchmarks — then tells you exactly what it means for your business right now.

05

Get your AI CFO briefing

Every time you open the app, Capitalyx gives you a plain-English summary: what's going well, what's at risk, and what to do next. Like having a CFO on call 24/7.

06

Share with your team

Invite team members on Enterprise. Admins edit, viewers read — everyone stays aligned on the numbers without messy email threads or stale spreadsheets.

Pricing

Simple, transparent pricing

Simple pricing. Cancel anytime.

Starter
$49/mo

For founders and freelancers who need CFO-level clarity without the CFO cost.

  • 1 organization
  • 3 scenarios
  • 5 AI insights/month
  • 10 Macro Intel runs/month
  • 12-month forecasts
  • CSV import
  • Email support
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Billed monthly · Cancel anytime

Most Popular
Pro
$99/mo

For growing companies and finance teams who model decisions daily.

  • 3 organizations
  • Unlimited scenarios
  • Unlimited AI insights
  • 100 Macro Intel runs/month
  • 36-month forecasts
  • Everything in Starter
  • Email support
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Billed monthly · Cancel anytime

Enterprise
$199/mo

For CFOs, controllers, and multi-entity businesses that demand full power.

  • Unlimited organizations
  • Unlimited members
  • 500 Macro Intel runs/month
  • 36-month forecasts
  • Advanced AI insights
  • Dedicated email support
  • 99.9% SLA
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Billed monthly · Cancel anytime

Know your numbers. Make better decisions.

Join founders who use Capitalyx to understand their finances and plan ahead — without needing a CFO.

Get started →

Cancel anytime · No contracts

FAQ

Common questions

Not to use Capitalyx. Our platform is designed for founders and operators — no accounting background required. You enter your numbers, and the AI does the analysis. That said, we recommend working with a qualified accountant for tax filings and compliance.
You create your first business, pick a metric bundle (SaaS, e-commerce, agency, etc.), and enter your first month of data. Within 5 minutes you will have a working forecast, AI insights, and a scenario-ready dashboard.
Yes. Cancel anytime from your billing portal — no contracts, no penalties. You keep access through the end of your paid period.
Capitalyx is a decision intelligence platform for founders and finance teams. You input your business financials, build scenarios (e.g., 'what if we hire 5 engineers?'), run deterministic forecasts, and get AI-powered CFO-level insights — all without a spreadsheet.
No. Capitalyx is a modeling and simulation tool. The AI interprets your forecast outputs — it summarizes trends, flags risks, and ranks scenarios by impact. It does not advise you to buy, sell, or hold any asset. Always consult a qualified financial advisor.
Your data is encrypted at rest and in transit. We use Neon Postgres (SOC 2 certified) for storage, Clerk for authentication, and Stripe for payments. We never sell or share your financial data with third parties.
Yes. Cancel anytime from your billing portal. You retain access through the end of your paid period. We don't offer refunds for partial months, but you'll never be charged after cancellation.
Starter gives you 1 organization, 3 scenarios, and 5 AI insights per month — perfect for solo founders. Pro gives you 3 organizations, unlimited scenarios, and unlimited AI insights, ideal for growing teams or multiple businesses.
All plans are month-to-month with no contracts. You can cancel anytime from your billing settings.